Wealth Creation and Investor Behaviour Take Focus at BCC&I Financial Market Conclave

Rahul Banerjee moderated a panel with Pawan Kumar, Sandeep Neema, Piyush Chande and Stuart Erskine as financial leaders examined volatility, private capital and investment decisions in Mumbai

The Bengal Chamber of Commerce and Industry convened its annual Financial Market Conclave at the Four Seasons in Mumbai, bringing together financial regulators, banking executives, institutional asset managers and investment professionals.
The conclave focused on the theme, “Indian Financial Markets at an Inflection Point: Capital, Confidence & the Next Growth Cycle,” with sessions examining capital, policy, market development and investment strategies.
Ashwini Kumar Tewari, Managing Director, State Bank of India, delivered the inaugural address.

The programme also included a keynote fireside chat with Shirish Chandra Murmu, Deputy Governor, Reserve Bank of India, moderated by financial journalist Tamal Bandyopadhyay.
Ashok Kumar Soni, Executive Director at PFRDA, led the valedictory session.
Representatives from HDFC Mutual Fund, Tata Mutual Fund, HSBC Mutual Fund, Bandhan Mutual Fund and Kotak Life also participated in sessions addressing developments across financial markets.
One of the afternoon discussions focused on “Alpha in an Age of Uncertainty: Wealth Creation Strategies for the New Market Cycle.”

The session was moderated by Rahul Banerjee, Founder and Managing Director of PGP Academy, leader of PGP Wealth, and Member of the Finance and Banking National Committee at BCC&I.
The discussion examined market volatility, portfolio construction and approaches to risk adjusted wealth generation for institutional investors and financial professionals.
Behavioural finance was also part of the conversation, including how loss aversion and short term bias can affect investment decisions during changing market cycles.

The panel included Pawan Kumar, Managing Director and CIO, Neo Wealth Management; Sandeep Neema, Chief Investment Officer, PL Capital; Piyush Chande, Senior Fund Manager, Private Capital, ICICI Prudential Mutual Fund; and Stuart Erskine, Co Founder and CEO, PlanPrompt, UK.
The session examined the intersection of private capital, technology driven advisory tools and investor psychology, with attention to how these factors can influence portfolio and wealth management decisions.
According to the supplied information, the discussion also reflected PGP Academy and PGP Wealth’s focus on financial literacy, structured wealth planning and evidence based investment approaches.

The wider conclave addressed pension systems, patient capital and market governance as participants considered the relationship between regulatory developments, market infrastructure and investor confidence.
Discussions also placed attention on financial education and transparent advisory practices as India’s financial markets and investment environment continue to evolve.

ABOUT PGP ACADEMY AND PGP WEALTH
PGP Academy is an educational institute providing training for financial advisors, wealth practitioners and investors.
Its areas of focus include practical financial education, behavioural finance and market related learning.
PGP Wealth provides financial planning and wealth management services designed to assist clients across different market conditions.

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